Jessica Light MBA, CFP ®

For over 15 years I’ve been focused on the risk mitigation strategies of my clients and helping them to prepare for and enjoy retirement. My goal is to make sure each client has a clearly defined financial plan. Our team helps to create, implement and monitor these plans. In addition to an Undergraduate and a Master’s degree I hold Licenses for Life & Health, Series 7 & 66 with LPL Enterprise and am a Certified Financial Planner™. I am a member of our local Rotary Club and am actively involved in the extra circular activities of my children. My family and I enjoy spending time with extended family, friends and neighbors in Southern Maryland.